ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $7,000 | 0.0% | 31 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $7,000 | +40.0% | 31 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $5,000 | -16.7% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $6,000 | +20.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $5,000 | -80.8% | 31 | -78.9% | 0.00% | -77.8% |
| Q3 2018 | $26,000 | +420.0% | 147 | +374.2% | 0.02% | +350.0% |
| Q2 2018 | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $5,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | +25.0% | 31 | 0.0% | 0.00% | +33.3% |
| Q3 2017 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -60.0% | 31 | -59.7% | 0.00% | -57.1% |
| Q1 2017 | $10,000 | – | 77 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |